OpenAI dropped GPT-5.4 Thinking, a business-focused model optimized for spreadsheets, presentations, and documents. It’s a direct shot at Anthropic’s Claude, which has been gaining traction in enterprise workflows. The “Thinking” branding signals this is their reasoning-enhanced line aimed at structured business tasks rather than general chat.
Broadcom is projecting $100 billion in AI chip revenue by 2027. They named their six key clients: Google, Meta, Anthropic, OpenAI, Fujitsu, and ByteDance. The numbers are striking. They’re shipping Anthropic 1 gigawatt of TPUs this year, scaling to 3 gigawatts in 2027. OpenAI’s first custom Broadcom chip arrives in 2027. These are power-plant-scale deployments of silicon.
Seven major AI companies signed a White House Ratepayer Protection Pledge: Google, Microsoft, Meta, Oracle, xAI, OpenAI, and Amazon. The commitment is to fund the electricity infrastructure needed for their data centers rather than passing those costs to utility ratepayers. AI data centers can consume as much power as a small city, and there’s been growing political backlash about regular consumers subsidizing that through higher electricity bills. The pledge is non-binding, so it’s more PR commitment than legal obligation, but it addresses a real political pressure point.
DeepSeek V4 still hasn’t dropped. The Chinese AI lab continues to keep everyone waiting.